We are live on ! Find out more
IFG

Independent Financial Group Portfolio holdings

AUM $4.46B
1-Year Est. Return 29.64%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.64%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.01B
AUM Growth
+$290M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,256
New
Increased
Reduced
Closed

Top Buys

1
+$20.1M
2
+$8.61M
3
+$8.58M
4
SDVY icon
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
+$7.91M
5
SMIG icon
Bahl & Gaynor Small/Mid Cap Income Growth ETF
SMIG
+$7.01M

Top Sells

1
+$8.71M
2
+$8.2M
3
+$6.31M
4
AHR icon
American Healthcare REIT
AHR
+$5.76M
5
NVDA icon
NVIDIA
NVDA
+$5.57M

Sector Composition

1 Technology 22.3%
2 Financials 6.2%
3 Consumer Discretionary 5.81%
4 Communication Services 3.44%
5 Healthcare 2.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1226
– –
-1,135
1227
– –
-70,097
1228
– –
-10,944
1229
– –
-5,787
1230
– –
-1,170
1231
– –
-1,695
1232
– –
-11,400
1233
– –
-355
1234
– –
-27,811
1235
– –
-5,105
1236
– –
-2,876
1237
– –
-15,780
1238
– –
-5,338
1239
– –
-3,799
1240
– –
-6,893
1241
– –
-9,840
1242
– –
-5,830
1243
– –
-3,716
1244
– –
-8,918
1245
– –
-2,804
1246
– –
-7,251
1247
– –
-738
1248
– –
-32,313
1249
– –
-3,745
1250
– –
-8,137
47 48 49
50
51